Ferguson Wellman Capital Management Inc. Cuts Stock Position in T-Mobile US, Inc. $TMUS

Ferguson Wellman Capital Management Inc. decreased its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS) by 95.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,948 shares of the Wireless communications provider’s stock after selling 254,125 shares during the quarter. Ferguson Wellman Capital Management Inc.’s holdings in T-Mobile US were worth $2,223,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its position in T-Mobile US by 1.5% in the third quarter. Vanguard Group Inc. now owns 42,797,074 shares of the Wireless communications provider’s stock valued at $10,244,764,000 after purchasing an additional 636,192 shares during the period. State Street Corp boosted its position in shares of T-Mobile US by 4.7% in the third quarter. State Street Corp now owns 24,234,085 shares of the Wireless communications provider’s stock worth $5,801,155,000 after buying an additional 1,092,769 shares during the period. Capital International Investors boosted its position in shares of T-Mobile US by 5.5% in the third quarter. Capital International Investors now owns 13,726,288 shares of the Wireless communications provider’s stock worth $3,285,608,000 after buying an additional 711,278 shares during the period. Wellington Management Group LLP grew its stake in shares of T-Mobile US by 47.5% in the third quarter. Wellington Management Group LLP now owns 13,461,669 shares of the Wireless communications provider’s stock valued at $3,222,454,000 after buying an additional 4,335,368 shares in the last quarter. Finally, Invesco Ltd. grew its stake in shares of T-Mobile US by 6.1% in the third quarter. Invesco Ltd. now owns 7,903,104 shares of the Wireless communications provider’s stock valued at $1,891,845,000 after buying an additional 453,096 shares in the last quarter. 42.49% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms recently commented on TMUS. Wells Fargo & Company boosted their price target on T-Mobile US from $225.00 to $235.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. Barclays increased their price objective on shares of T-Mobile US from $240.00 to $245.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Wolfe Research reiterated an “outperform” rating and set a $255.00 price objective on shares of T-Mobile US in a research note on Thursday, February 12th. Zacks Research raised shares of T-Mobile US from a “strong sell” rating to a “hold” rating in a research report on Wednesday, November 26th. Finally, Scotiabank decreased their target price on shares of T-Mobile US from $270.50 to $266.00 and set a “sector outperform” rating for the company in a research note on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $257.30.

Trending Headlines about T-Mobile US

Here are the key news stories impacting T-Mobile US this week:

• Positive Sentiment: Partnership with McGraw Hill to close the digital divide — T‑Mobile will work with McGraw Hill to provide connectivity and integrated education solutions to school districts, a sign of revenue/PR upside from education-focused programs and government/local contracts. McGraw Hill and T-Mobile Team Up to Help School Districts Bridge the Digital Divide and Improve Learning Outcomes
• Positive Sentiment: Infobip integrates T‑Mobile Network APIs for stronger fraud protection — the tie‑up broadens enterprise API use cases (verification, anti‑fraud) and can boost API/service revenue and stickiness with business customers. Infobip Bolsters Fraud Protection for Enterprises with T-Mobile Network API Offerings
• Positive Sentiment: Mention in Nokia/NVIDIA 5G AI collaboration — Nokia’s announcement highlights a collaboration involving T‑Mobile on distributed physical AI over 5G, underscoring T‑Mobile’s role in advanced 5G/AI initiatives that could support future enterprise services. Assessing Nokia Oyj Valuation After New AI Networking Products And 5G AI Collaboration
• Neutral Sentiment: Valuation/deep‑dive pieces note recent share weakness and longer‑term gains — analysts and commentators are reassessing TMUS after recent pullbacks, reminding investors to weigh growth prospects vs. the stock’s current multiple. Is It Time To Reconsider T-Mobile US (TMUS) After Recent Share Price Weakness?
• Neutral Sentiment: Industry/service announcements (Twilio, AT&T/TGL) indirectly relevant — broader CPaaS and carrier ecosystem moves may shift competitive dynamics but are not direct TMUS drivers. Twilio Becomes the Only Cloud Communications Provider with Direct 10DLC and Toll-Free Connections Across All Major Carriers
• Neutral Sentiment: Short‑interest data in feeds appears to be a reporting glitch (zeros/NaN) and provides no actionable signal. No credible short squeeze/days‑to‑cover info is evident from the releases.
• Negative Sentiment: Customer backlash over expanded device fee — TheStreet reports T‑Mobile quietly expanded a major device fee, prompting customer anger; higher fees risk churn, negative PR and pressure on subscriber metrics if retention worsens. T-Mobile angers customers as it quietly expands major device fee

T-Mobile US Trading Up 0.0%

NASDAQ:TMUS opened at $211.36 on Thursday. The stock has a market cap of $232.89 billion, a price-to-earnings ratio of 21.77, a price-to-earnings-growth ratio of 1.38 and a beta of 0.43. T-Mobile US, Inc. has a one year low of $181.36 and a one year high of $272.60. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.90 and a current ratio of 1.00. The business’s 50-day simple moving average is $206.30 and its 200 day simple moving average is $212.14.

T-Mobile US Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Friday, May 29th will be given a $1.02 dividend. This represents a $4.08 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Friday, May 29th. T-Mobile US’s dividend payout ratio is presently 42.02%.

Insider Activity at T-Mobile US

In related news, insider Mark Wolfe Nelson sold 10,240 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $220.80, for a total value of $2,260,992.00. Following the sale, the insider directly owned 74,280 shares of the company’s stock, valued at $16,401,024. This represents a 12.12% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Srikant M. Datar sold 3,291 shares of the stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $221.10, for a total transaction of $727,640.10. Following the transaction, the director owned 1,038 shares in the company, valued at $229,501.80. This trade represents a 76.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 694,134 shares of company stock worth $150,847,799. 0.37% of the stock is currently owned by insiders.

T-Mobile US Profile

T-Mobile US is a national wireless carrier that provides mobile voice, messaging and data services to consumers, businesses and wholesale customers across the United States, Puerto Rico and the U.S. Virgin Islands. The company operates a nationwide mobile network and offers device sales, equipment financing and support services through retail stores, online channels and distribution partners. T-Mobile positions its products around bundled service plans, device offerings and value-added features for both individual and enterprise customers.

Product offerings include postpaid and prepaid wireless plans under the T-Mobile and Metro by T-Mobile brands, as well as connectivity solutions for small and large businesses.